Tax Services | from expert advice and guidance to implementing custom tax strategies to reduce your liability. Our tax professionals are experienced in handling all business structures and asset protection. Our tax services assist in mitigating tax risk and maximize benefits to our client-investors.
- Full Expert Tax Services and Tax Strategy Creation and Implementation
- Tax Burden/Liability Minimization
- Improved Tax Strategies for Better Business Performance
- Refund Tracking and Reporting
- Annual Tax Filings (individuals, partnerships, and companies)
- Federal, State, and Local Tax Return Preparation, Including K-1s
- Additional Entity Tax Filing Preparations and Estimates
- Professional Maintenance of Tax Capital Accounts and Investment Roll Forwards
- K-1 Collection from Underlying Fund Managers When Necessary/Applicable
- Creation/Provision of Digital K-1 Investor Packages by Fund W9/W8 Compliance
- Annual Tax Review Coordination
- Preparation of Federal and State Schedule K-1 Investor Reporting
- US Tax Reporting and Compliance for Foreign Investors
- Private Placement Memoranda Tax Section Review
- Federal, State, and Local Partnership Income Tax Return Preparation
- Specialized Tax Services Customized to Refund Types